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Configure Petty Cash Accounts Preferences

In this help document, you’ll learn the preferences you can configure for the Petty Cash Accounts module in Zoho ERP.

To access the Preferences page of the Petty Cash Accounts module:

  • Go to Settings in the top right corner of the page.
  • Click Petty Cash Accounts under Travel & Expense.

Approvals

If your business requires petty cash top-ups to be approved by other users, you can configure Approvals for the top-ups. You can choose from Simple and Custom approval.